Good “helpers” are essential to an effective plan. Could the people you’ve chosen as executor, trustee, power of attorney, or guardian pass this simple test? Every Estate Plan Needs a Good Helper We talk about good “helpers” a lot, and...
When your kids get ready to leave the nest, be sure to have a Power of Attorney for them. This past Spring, Tarina, our Client Relationships Coordinator, had a front row seat to some new Edwards Group babies. The baby robins hatched from their beautiful blue shells at...
It’s my job to use whatever tools will best get the job done for the client. What will work best to build the plan the client wants? Although it’s not the client’s job to understand all the tools that we use in the plan, most clients end up with a...
